John J. Chichester, Jr. CFP®, CPA, PFS, AIF®
Founder | CEO
For over 30 years, John has successfully worked in the financial services industry for companies such as Price Waterhouse, Lehman Brothers, and Salomon Brothers Asset Management. Currently, he is the Founder and CEO of Chichester Financial Group LLC. His income and estate tax reduction and wealth maximization strategies are designed to potentially bring significant benefits to all of his clients. John primarily assists clients in clarifying their vision for their ideal future. He assesses where they really are now, and then develops a written plan that will help guide his clients to their stated vision.
John's selected client base includes professionals and business owners of closely-held companies. His practice is tailored to individuals who see the value of proper estate planning, the business acumen to act on objective recommendations, and the financial wherewithal to make sound, long-term decisions. Results may include reductions in estate, income, capital gains, and gift taxes; preservation of family businesses for subsequent generations; and maximization of existing wealth through comprehensive investment planning.
John is committed to keeping abreast of the evolving complexities relating to the financial marketplace.
In his professional career, among other accomplishments, John was Senior Financial Analyst with Lehman Brothers, New York; Senior Manager with Salomon Brothers Asset Management Inc, New York; Vice President with GTF Asset Management (USA), Inc., New York; and Senior Manager for MeesPierson Fund Services, N.A., Curaçao, Netherlands Antilles. In addition, John was honored as the national Rookie Financial Planner of the Year for 2005 and the national Financial Planner of the Year for 2006 through his affiliation with New England Financial. John has also been a past Chair of the Financial Planning Section for the Arizona Society of Certified Public Accountants. John serves on the investment committee for two local non-profits, as well as an international non-profit based out of London. He is also active in his children’s schools and sits on the School Council for a local high school.
John J. Chichester, Jr., CFP®, CPA, PFS, is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Public Accountant, a Personal Financial Specialist, Accredited Investment Fiduciary®, a Registered Representative offering securities through Sorrento Pacific.
In his free time, John enjoys reading, running, tennis, taekwondo, working out, and spending time with his wife, Michelle, and their three children, Justin, Dillon, and Owen.
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